See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,766 | $101,724-45.2% | $164,813-66.2% | $80,856-31.0% |
| Participation rate | 58.7% | 71.8%-13.2pp | 78.6%-19.9pp | 67.6%-9.0pp |
| Annual return | 7.60% | 16.72%-9.1pp | 69.93%-62.3pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,278 | $2,953-56.7% | $4,341-70.6% | $2,755-53.6% |
| Participant deferral / active EE | $2,415 | $4,477-46.1% | $6,031-60.0% | $4,296-43.8% |
| Admin fee / account holder | $2,479 | $8,227-69.9% | $12,690-80.5% | $6,918-64.2% |